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James Charles Conley

Stratos Wealth Advisors LLC

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About James Charles Conley

James Conley is a financial advisor at Stratos Wealth Advisors LLC, a firm with a strong focus on serving individuals, businesses, and institutions. James has a wide range of experience in the financial services industry, having previously worked at MWA FINANCIAL SERVICES INC. James is dedicated to helping clients achieve their financial goals.

Firm Information

James Conley is currently registered with Stratos Wealth Advisors LLC. Stratos Wealth Advisors LLC is an investment advisory firm based in BEACHWOOD, OH. The firm manages $4.21 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. They offer a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. The firm is registered with the SEC and has a total of 104 employees, including 66 investment adviser representatives.
Stratos Wealth Advisors LLC

3750 PARK EAST DRIVE

BEACHWOOD, OH 44122

$4.21B

Assets Under Management

7

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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James Conley’s Registration & Firm History

OH

02/09/2023 - Present

Stratos Wealth Advisors LLC (Canton OH)

OH

08/26/2022 - 01/30/2023

MWA FINANCIAL SERVICES INC. (North Canton OH)

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Licenses & Designations

IA

Issued 02/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Charles Conley.
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